City Financial Wealth Fund Sterling Acc Class

Growth Of 1000 (GBP) 30/06/2018
Fund:  City Financial Wealth Fund Sterling Acc Class
Category:  GBP Moderate Allocation
Category Index:  Morningstar UK Moderate
Growth of 1,000 GBP
Annual Returns30/06/2018
 201120122013201420152016201730/06
Price Return-5.223.588.359.39-1.396.221.48-0.67
+/- Category-2.50-5.32-1.923.80-2.96-4.35-5.97-0.17
+/- Category Index-9.39-3.240.840.45-3.25-12.70-5.28-2.14
% Rank in Category819270690859860
Trailing Returns20/07/2018
   Total Returns   +/- Category   +/- Category Index
1 Day0.08   0.110.08
1 Week0.64   0.160.02
1 Month1.48   0.980.01
3 Months2.84   0.43-2.12
6 Months0.52   0.62-1.98
YTD0.83   0.25-1.87
1 Year-0.85   -3.68-5.77
3 Years Annualised1.69   -3.79-7.74
5 Years Annualised3.37   -2.07-4.20
10 Years Annualised-   --
 
Quarterly Returns30/06/2018
 Quarter 1Quarter 2Quarter 3Quarter 4
2018-4.524.04--
20170.680.29-0.951.47
2016-2.310.536.831.24
20157.40-4.86-3.590.10
2014-0.033.041.954.16
20136.39-2.232.661.46
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
30 Jun 1430 Jun 1530 Jun 1630 Jun 1730 Jun 18
7.308.51-5.239.21-0.17
 
 
 
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